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Strong brand, metro location, generalist data title, and mid-level expectations drive high candidate competition.
High; requires asset-management finance knowledge and Aladdin/CRM familiarity, limiting cross-industry portability.
Moderate filters: BI/dashboard skills, finance domain and Aladdin/CRM familiarity preferred without explicit years requirement.
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Manage and analyze data related to banking partner wallet, revenue, and relationships to support strategic partnership growth.
Build and maintain financial and qualitative scorecards, dashboards, and visualizations to monitor performance trends and enable executive decision-making.
Identify and implement opportunities for reporting automation and support data initiatives with systems like Aladdin and Dynamics CRM.
Strong expertise in data analytics, reporting, or business intelligence.
Relevant degree in business, finance, analytics, or a related field.
Significant experience creating dashboards and interpreting financial and relationship data.
Work Experience Required: Not explicitly mentioned in the JD.
Experience working with senior leadership and multiple global stakeholders in strategic or financial data roles.
Proven ability to deliver actionable insights through reporting to influence executive decisions and strengthen partnerships.
Comfortable working in cross-functional teams and managing complex data sources and automation initiatives, including CRM and financial platforms.